Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,316 | $43,344+138.4% | $59,899+72.5% | $64,173+61.0% |
| Participation rate | 34.2% | 69.2%-34.9pp | 74.7%-40.5pp | 69.6%-35.4pp |
| Annual return | 9.79% | -1.55%+11.3pp | 3.46%+6.3pp | 7.63%+2.2pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,487 | $2,547-2.4% | $3,402-26.9% | $3,470-28.3% |
| Admin fee / account holder | $245 | $3,008-91.9% | $3,592-93.2% | $4,887-95.0% |